Current jobs related to Client Service Sr. Associate - Indianapolis - JPMorgan Chase

  • Client Services Associate

    4 weeks ago

    Indianapolis, Indiana, United States TEKsystems Full time

    Position Overview:The Client Services Associate acts as a vital link between our clientele and the support team. This role is dedicated to delivering exceptional service both internally and externally to address client concerns effectively. The position also entails providing administrative assistance and processing tasks for the support team.Key...

  • Client Service Associate

    5 months ago

    Indianapolis, United States Stifel Financial Full time

    Under immediate supervision, Client Services Associate, Registered, assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including Client Service, Registered, Associate, Financial Advisor, Service, Branch Manager, Retail

  • Client Service Representative

    3 hours ago

    Indianapolis, Indiana, United States Diamond Tax Service Inc Full time

    Job DescriptionAt Diamond Tax Service Inc, we are seeking a highly organized and detail-oriented Client Service Professional to join our team. The successful candidate will be responsible for providing exceptional client service and support to our clients and staff. Key responsibilities include:Client reception and follow-upOverseeing front office...

  • Environmental Services Manager Sr.

    2 weeks ago

    Indianapolis, Indiana, United States Aramark Full time

    Job SummaryWe are seeking a highly skilled Environmental Services Manager Sr. to oversee the development and execution of all facility solutions at Aramark. This role is responsible for ensuring all health and safety standards are met, leading the operations of facility accounts, and servicing and/or maintaining physical locations or sites to client...

  • Client Service Associate

    3 months ago

    Indianapolis, United States MSI Full time

    Job DescriptionJob DescriptionWe are a dynamic and innovative event marketing firm that specializes in creating impactful and memorable experiences for our clients. Committed to excellence, we are looking for a dedicated Client Service Representative to join our team and ensure that our clients and event attendees receive top-notch service throughout every...

  • Patient Service Representative

    4 weeks ago

    Indianapolis, Indiana, United States TEKsystems Full time

    About the Role:The Patient Estimate Department at TEKsystems is seeking a highly skilled and detail-oriented Patient Service Representative to join our team. As a Patient Service Representative, you will be responsible for answering incoming calls from patients and assisting them in creating an estimate for their medical services.Key Responsibilities:Answer...

  • Patient Service Coordinator

    2 weeks ago

    Indianapolis, Indiana, United States TEKsystems Full time

    About the Role:We are seeking a skilled Patient Service Coordinator to join our team at TEKsystems. As a Patient Service Coordinator, you will play a critical role in providing exceptional patient experience by answering calls, documenting patient information, and collaborating with Sr. Associates to create accurate estimates.Key Responsibilities:Answer...

  • Experienced Wealth Management Client Service Associate

    19 minutes ago

    Indianapolis, Indiana, United States ARTISTRY WEALTH, LLC Full time

    Job OverviewAt Artistry Wealth, LLC, we are seeking a highly skilled Client Service Associate to join our team. This role is critical to the firm's daily operations and provides a unique opportunity to work with advisors and other key stakeholders in a collaborative environment.Key ResponsibilitiesAccount Openings and MaintenanceMoney Movement and...

  • Client Service Professional

    5 months ago

    Indianapolis, United States Diamond Tax Service Inc Full time

    Job DescriptionJob DescriptionClient reception and follow-up. Oversee front office operations. Assist Senior and Junior tax professionals as needed. 

  • Intake Associate

    1 month ago

    Indianapolis, United States TEKsystems Full time

    TEKsystems is looking to hire several Intake Specialists for a large healthcare companies in Indianapolis, IN! **if you have healthcare revenue cycle experience, please send your most updated resume to rsison @ - these resumes will be reviewed first!** Description: The Patient Estimate Department takes calls from patients and helps create an...

  • Client Relations Associate

    4 weeks ago

    Indianapolis, Indiana, United States Megan Barrow - State Farm Agent Full time

    Position OverviewCompany: Megan Barrow - State Farm AgentWe are looking for a detail-oriented and proactive Account Associate to assist in administrative tasks and support our insurance agents in nurturing and retaining client relationships. This role is perfect for someone who is dedicated to providing exceptional service and is eager to contribute to a...

  • Client Services Coordinator

    4 weeks ago

    Indianapolis, Indiana, United States Marietta Financial Services, Inc. Full time

    Position OverviewBenefits:Retirement plan/matchHealth insuranceOpportunities for career growthPaid time offMarietta Financial Services, Inc. is seeking a dedicated client services coordinator/administrative support associate to join our dynamic team. This role encompasses a range of tasks and demands exceptional organizational abilities. We are in search of...

  • Experienced Wealth Management Client Service Associate

    4 months ago

    Indianapolis, United States ARTISTRY WEALTH, LLC Full time

    Job DescriptionJob DescriptionDescription:The Client Service Associate (CSA) provides critical support to the firm and our daily operations. In this role, you will have the opportunity to interface with advisors and other key stakeholders daily in a highly professional and collaborative environment. Ideal candidate will possess strong attention to detail and...

  • Client Services Specialist

    4 months ago

    Indianapolis, United States The LaSalle Group Full time

    LaSalle Network is currently partnered with one of the nation's leading Revenue Cycle Management companies in the Indianapolis area. Our client is hiring a Client Services Specialist to support their growing business and new clients. This is a brand new, state of the art facility with ample opportunity to grow your career! Client Services Specialist...

  • Client Relations Associate

    4 weeks ago

    Indianapolis, Indiana, United States Megan Barrow - State Farm Agent Full time

    Position OverviewCompany: Megan Barrow - State Farm AgentWe are in search of a detail-oriented and proactive Account Associate to assist in administrative functions and support our insurance agents in fostering and maintaining client relationships. This role is ideal for individuals who are dedicated to customer satisfaction and possess a sales-oriented...

  • Client Relations Associate

    4 weeks ago

    Indianapolis, Indiana, United States Megan Barrow - State Farm Agent Full time

    Job OverviewBenefits:Potential for career growthSigning bonus availableComprehensive training and development programsROLE SUMMARY: Megan Barrow - State Farm Agent is in search of a detail-oriented and proactive professional to manage administrative tasks and assist insurance agents in attracting and retaining clients. As an Account Associate, your...

  • Client Services Manager

    4 weeks ago

    indianapolis, United States BCforward Full time

    BCforward is currently seeking a highly motivated Client Services Manager for an opportunity in Indianapolis, IN!Summary:Position Title: Client Services ManagerLocation: Indianapolis, INAnticipated Start Date: 09/16/2024Duration: Full-Time EmployeeTravel: Occasional local travel may be expectedWork Requirement: W2, sponsorship cannot be provided for this...

  • Client Services Manager

    4 weeks ago

    indianapolis, United States BCforward Full time

    BCforward is currently seeking a highly motivated Client Services Manager for an opportunity in Indianapolis, IN!Summary:Position Title: Client Services ManagerLocation: Indianapolis, INAnticipated Start Date: 09/16/2024Duration: Full-Time EmployeeTravel: Occasional local travel may be expectedWork Requirement: W2, sponsorship cannot be provided for this...

  • Client Services Manager

    4 months ago

    Indianapolis, United States BCforward Full time

    BCforward is currently seeking a highly motivated Client Services Manager for an opportunity in Indianapolis, IN!Summary:Position Title: Client Services ManagerLocation: Indianapolis, INAnticipated Start Date: 06/20/2024Duration: Full-Time EmployeeTravel: Occasional local travel may be expectedWork Requirement: W2, sponsorship cannot be provided for this...

  • Client Service Representative

    3 weeks ago

    Indianapolis, United States SYM Financial Advisors Full time

    Job descriptionPosition Description Title: Client Service Representative (CSR)Reports to: Julie Shepherd – Client Service ManagerBenefits: Yes Status: Non-exempt Are you passionate about making a difference in people’s lives while thriving in a team-centric environment?Who is SYM?SYM Financial Advisors serves as a trusted expert to our clients, using our...

Client Service Sr. Associate

4 months ago

Indianapolis, United States JPMorgan Chase Full time

Be a trusted advisor to our Commercial Bank clients. Manage multiple relationships with our clients to help provide support for any issues that may arise with the use of our complex treasury and cash management products and services.

As a Client Service Sr. Associate in the Commercial Bank, you will resolve client requests while working in partnership with Service Operations, Sales partners, and Bankers located in the United States and across the globe.

Client Service Senior Associates are a trusted member of the client's team and deeply connected to deliver the growth and success for an assigned portfolio. In this role, you will serve as the primary point of contact for each client assigned to your portfolio. Interact with Owners, Chief Executive Officers, Presidents, Chief Financial Officers, Treasurers and other high level client contacts to help research and resolve issues for our Commercial Bank clients. Communicate through Zoom, email and phone to build strong relationships and provide a level of service that JP Morgan Chase customers have learned to expect.

**Job Responsibilities**

+ Lead our medium to complex clients autonomously by delivering solutions to clients and upholding JP Morgan Chase standards and operating principles

+ Develop long term client relationships

+ Proactively work to determine service improvements and solicit client input and feedback to drive client satisfaction

+ Conduct annual relationship reviews with clients to identify potential customer-level fraud exposure and recommend appropriate products to mitigate risk or provide other efficiencies

+ Proactively discuss client trends/issues with internal partners to further customize solutions for clients

+ Actively participate in deal team meetings as new products and services are added to clients

+ Influence internal partners to recommend products and services based on knowledge of client behaviors

+ Learn and understand existing and upcoming technologies to support client consultation and requests

+ Identify opportunities for use of digital tools to offer self-service solutions with a high degree of success

+ Solicit feedback on product and service offerings in an effort to continuously adapt to the ever-changing commercial banking landscape

**Required Qualifications, Skills and Capabilities**

+ Comprehensive knowledge of Treasury Services and/or Custom Card products

+ Data Analytics & Change Management experience

+ Ability to influence others without direct supervision

+ Ability to provide quantifiable management reporting & present findings

+ Project Management & Execution

+ Excellent verbal, written, interpersonal, presentation, negotiating and organizational skills

+ Strategic thinking with the ability to adapt to change

+ Demonstrated team building skills and ability to work in a team environment

+ 3+ years of client facing work experience

**Preferred qualifications, skills and capabilities**

+ Bachelor of Science or Business Administration Degree

+ Passion for learning new operating models, technologies, and industry trends

+ Google G suites / Microsoft Office adept

**Joining our diverse and innovative global organization will provide you with endless opportunities for career and personal growth.**

+ Become a part of our many Business Resource Groups, employees who come together on topics such as ethnicity, gender, age, accessibility, special interests and more

+ Help the community through expansive volunteer opportunities

+ Join one of our focus groups aimed at Innovation and Transformation, creating the future experience for our clients and employees

Final Job Grade and officer title will be determined at time of offer and may differ from this posting.

Some travel required (10%) to visit clients and internal partners.

Please note this role is not eligible for employer immigration sponsorship.

JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans